How It Works

From selecting your services to receiving monthly deliverables — here's exactly what to expect when you work with us.

Getting Started

1. Select Your Services

Browse our service list and select exactly what you need — from bookkeeping and payroll to VAT returns and CIPC filings. Build a package that fits your business.

2. We Review & Quote

Our team reviews your requirements and provides a custom quote within 24 hours. No hidden fees, no surprises — just clear, transparent pricing.

3. Onboarding

We match you with a qualified professional, get access to your accounting software, and set up communication channels. Most clients are onboarded within 48 hours.

4. Ongoing Delivery

Your dedicated professional handles your accounting and tax on a recurring basis. You receive regular reports and have direct access for any queries.

What We Deliver

Each service follows a clear, repeatable process so you always know what's happening with your finances.

Bookkeeping

Daily / Weekly / Monthly
  1. 1Collect source documents (invoices, receipts, bank statements)
  2. 2Capture and categorise transactions in your accounting software
  3. 3Reconcile bank accounts and credit cards
  4. 4Review and correct any discrepancies
  5. 5Deliver a clean, up-to-date set of books each month

Management Accounts

Monthly
  1. 1Close the month-end in your accounting system
  2. 2Prepare income statement, balance sheet, and cash flow
  3. 3Perform variance analysis against budget (analytical option)
  4. 4Compile debtor and creditor age analysis reports
  5. 5Deliver management pack with commentary and insights

Payroll

Monthly
  1. 1Collect timesheets, leave records, and salary changes
  2. 2Calculate gross pay, deductions, UIF, and PAYE
  3. 3Generate payslips for each employee
  4. 4Prepare EMP201 for monthly SARS submission
  5. 5Submit bi-annual EMP501 reconciliation to SARS

VAT Returns

Bi-monthly / Monthly
  1. 1Review all input and output VAT transactions for the period
  2. 2Reconcile VAT control accounts
  3. 3Calculate VAT201 return
  4. 4Submit return to SARS via eFiling
  5. 5Process payment or confirm refund with SARS

Income Tax & IRP6

Annually / Bi-annually
  1. 1Review financial statements and tax-related transactions
  2. 2Calculate taxable income and applicable deductions
  3. 3Prepare and submit ITR14 (company) or ITR12 (individual)
  4. 4Calculate IRP6 provisional tax estimates
  5. 5Submit provisional tax payments to SARS on schedule

Tax Planning

Annually
  1. 1Review current financial position and tax exposure
  2. 2Identify legitimate tax-saving opportunities
  3. 3Model scenarios for optimal structuring (company, trust, individual)
  4. 4Advise on director remuneration, dividends, and retirement funding
  5. 5Implement agreed strategies before year-end

CIPC Annual Returns

Annually
  1. 1Confirm company details and director information on CIPC
  2. 2Prepare and file the annual return (CoR30.1)
  3. 3Process the annual return filing fee
  4. 4Confirm acceptance and provide proof of filing
  5. 5Flag any changes needed to company records

PAYE & EMP Reconciliation

Monthly / Bi-annually
  1. 1Calculate monthly PAYE, UIF, and SDL contributions
  2. 2Prepare and submit EMP201 to SARS each month
  3. 3Complete bi-annual EMP501 reconciliation
  4. 4Generate IRP5/IT3(a) certificates for employees
  5. 5Submit reconciliation to SARS before deadline

Additional Services

SARS Disputes

We handle objections, appeals, and correspondence with SARS on your behalf — from initial assessment review through to resolution.

Tax Directive Applications

Need a tax directive for lump sum payments, retirement fund withdrawals, or other special circumstances? We prepare and submit on your behalf.

Tax Submission Catchup

Behind on your tax submissions? We help you get compliant by preparing and filing outstanding returns — priced per submission.

VAT Registration

Whether you're a brand new company or an existing business reaching the threshold, we handle the full VAT registration process with SARS.